Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium Deposit in South Korea, and with downstream activities concentrating on the commercialisation of the proprietary V-KOR vanadium redox flow battery stack technology and the development of a... Show More
Over the years during Kevin Bertoli’s time travelling to South Korea, often at times when relations were considerably strained, people have always seemed to take the North Korean issue very much in stride. Show More
Korea is the epicentre of escalating geopolitical tensions between the US, China and North Korea yet the KOSPI Index is near all-time highs. EAI analyst Eric Fong recently visited Seoul and the Demilitarized Zone (DMZ). The cosmetics and travel sectors remain poor risk/reward while the technology sector continues to offer... Show More
Similar to European equity markets, another part of the world where fearful perceptions have held back equity valuations is emerging markets. After being fairly range-bound from 2012 to mid-2015, fears of a hard landing for China’s economy impacted emerging markets in the second half of 2015 and early 2016. That... Show More
In early September, we spent three days in Seoul. Apart from meeting a few companies that stacked up on our screens, we spent some time trying to understand the phenomenon and lure of cosmetics. Beauty lies in the eye of the beholder, but the price for attaining that beauty is... Show More
South Korea is increasingly viewed as the “Bermuda Triangle” of financial markets. Value investors have in recent times been swallowed up by a market that has retreated to levels not seen since the Global Financial Crisis. The lure of low starting valuations have been overwhelmed by the usual chorus of... Show More
Is it time to go all in Chinese equities? - Peter Garnry, Saxo Bank Head of Equity Strategy. With PMI figures in China hitting an 18-month high, Saxo Bank Head of Equity Strategy Peter Garnry considers whether it is time for investors to be 'all in' on Chinese equities. Garnry... Show More
